How do I automate dealer, integrator and sales rep reporting by territory?
Leads go to dealers and integrators, then disappear. Nobody knows what happened.
- We don't know what partners do with leads.
- How do we route leads?
- What should reports show?
Define territories in your CRM and route leads to the right rep, dealer or integrator automatically. Give partners a simple portal or shared view for their leads and customers. Pull activity, pipeline, sales and acres, square metres or sites into weekly reports by territory. Review monthly with partners. Track response time and conversion by partner.
Report contents
- Leads received and contacted.
- Pipeline by stage.
- Sales and area signed.
- Response time.
- Customers active and renewing.
How we look at it at ShoutEx
We set up routing, portals and territory reports.
- Leads by email.
- No partner view.
- Manual reports.
- No response-time data.
- Automatic routing.
- Partner portal.
- Weekly reports.
- Monthly reviews.
What farmers and ag sources say
Here is what founders say.
Response time matters.
Read the article →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up routing and territory reports.
Book a call →Follow-up questions
Will dealers use a portal?
If it's simple and helps them.
Should we share pipeline with partners?
Their part of it.
Who owns the customer?
Agree it in the partner contract.